Palantir Seen Up 79% to $200 by Analysts; SanDisk Faces 19% Downside to $1,702

According to The Motley Fool, Wall Street analysts are divided on two AI-era beneficiaries. Palantir's median price target among 33 analysts is $200 per share, implying 79% upside from the current $112, while SanDisk faces a 19% downside to $1,702 versus its current $2,109, based on 28 analysts' consensus.

Palantir reported first-quarter revenue surging 85% year-over-year to $1.6 billion, marking its 11th consecutive quarter of accelerating growth; non-GAAP diluted earnings per share jumped 153% to $0.33. SanDisk's Q1 revenue (ended March) soared 251% to $5.9 billion, with non-GAAP diluted EPS at $23.41 versus a $0.30 loss in the prior year. However, analysts caution both stocks trade at elevated valuations: Palantir at 52x price-to-sales (versus 35x for CrowdStrike) and SanDisk at 68x price-to-earnings. Experts recommend sizing positions carefully in both.